+339.3%
WMB vs INVH
+79.7%
+259.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.5% |
| 7D | +0.8% | -3.1% | +3.9% | +2.2% |
| 30D | +7.7% | -7.1% | +14.8% | +11.1% |
| 3M | +6.7% | -3.0% | +9.7% | +7.8% |
| 6M | +3.6% | +10.1% | -6.5% | -1.2% |
| YTD | +28.0% | +3.8% | +24.2% | +24.7% |
| 1Y | +37.6% | -2.1% | +39.7% | +37.3% |
| 3Y | +149.0% | -7.0% | +156.0% | +150.3% |
| 5Y | +285.3% | -20.6% | +305.9% | +309.4% |
| All | +339.3% | +79.7% | +259.6% | +223.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded INVH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling